Maximizing Your Wealth Through Strategic Planning
At MDRN Capital and Fidelis Tax, we implement cutting-edge tax strategies to maximize your wealth and optimize your financial future. Key Tax Strategies for a Smarter Financial Future
Taxes can erode investment returns if not managed properly. Our investment tax planning focuses on: • Tax-loss harvesting to offset gains and reduce taxable income • Minimizing capital gains taxes by strategically managing asset sales • Maximizing tax-advantaged accounts, including IRAs and HSAs Tax-Efficient Investment Strategies Taking money from retirement accounts without a plan can lead to unnecessary taxes. Our strategy ensures you: • Withdraw funds in the most tax-efficient manner • Avoid unnecessary Required Minimum Distribution (RMD) penalties • Reduce taxable Social Security benefits by managing income streams carefully Retirement Distribution Planning: Withdraw Smartly WHAT SETS THIS SERVICE APART? Unlike many financial firms that leave tax planning to clients, MDRN Capital takes a holistic approach—we integrate investment management with proactive tax strategies. With our partnership with Fidelis Tax and Accounting, you’ll benefit from: • Expertise from a Dedicated Tax Professional – Christopher Winans, EA, and his team provide top-tier tax planning and preparation services. • Fully Covered Cost – No need to worry about paying for tax preparation; MDRN Capital covers this essential service for our clients. • Seamless Integration with Your Financial Plan – Tax planning isn’t separate from financial planning—it’s part of it. We ensure all strategies work together for your benefit. • Proactive Year-Round Planning – We don’t just file your taxes; we help you plan ahead to minimize tax burdens and maximize opportunities.
Roth Conversions: Pay Taxes Now, Save Later
A Roth conversion allows you to move funds from a traditional IRA to a Roth IRA, where future withdrawals are tax-free. This strategy is particularly beneficial if you expect to be in a higher tax bracket later in life. Our team helps you determine the best time and amount to convert, ensuring you optimize this powerful tax-advantaged tool.
Charitable Giving Strategies: Give More, Pay Less
Generosity should be rewarded! Whether you donate cash, stocks, or assets, our charitable giving strategies help you maximize the tax benefits of your philanthropy. We guide you on: • Donor-Advised Funds (DAFs) • Qualified Charitable Distributions (QCDs) • Gifting appreciated securities to avoid capital gains taxes • Bunching charitable donations for maximum deduction impact
Filing Status Optimization: The Right Choice for Maximum Savings
Selecting the right filing status isn’t just a formality— it can significantly impact your tax return. Whether you’re married, single, or widowed, we analyze your situation to determine the most beneficial option for reducing your tax burden.
11 Your Guide to Tax & Estate Strategies
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